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2021 Post-Tax Season Breakthroughs: 5 Keys to Success in a Challenging Economy


This session is for small-sized CPA firms. The strategy level content is NOT suitable for non-owners/managers, firms without business clients, or anyone in non-CPA firms. Please ONLY register if you are an Owner in a CPA firm with business clients.
Cost Free
Presentation Length 1.0 hour

Recorded DateMay 25, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Who should attend?CPA - small firm
Course Description

The extended 2021 tax season has ended, and it was unique and CHALLENGING in many ways.

Between the changing tax deadlines, new rules and regulations, multiple stimulus checks, and the continuing effects of the pandemic on the economy, practitioners are exhausted and looking to regroup for the rest of the year.

As we all look positively toward the next several months and beyond, now is the time to think about, build, and execute a solid game plan to help you recover and get prepared.

In this webinar, I’ll share with you the top post-tax season breakthroughs and tips to help you get back on track, increase your income and cash flow, and stand out in your market even in a challenging economy.

You will leave this course with a clear plan on what to do and how to do it in a step-by-step manner so that you are not merely surviving but thriving in the remaining months of 2021.

Learning Objectives:

  • Determine how your firm can increase profits by tapping into the same pricing strategy used by the top 5% of CPA firms

  • List how to attract new, high-quality clients with a post-tax season client attraction machine

  • Determine how to create a results-driven team and culture that share your goals and operate in high gear even when you’re not around

  • Identify and systematize the critical tasks in your practice so you see an immediate and positive impact on your time and money

  • Define clear, actionable steps to create a solid and effective game plan that keeps profits and cash rolling in 

Not logged

Salim Omar transformed a struggling practice he started in 1996 with low-paying clients, poor cash flow, and high turnover, into a highly profitable firm with a top-quality team that allows him to work just a few days in a week while his practice continues to grow.

He is the author of the popular book, The Ultimate CPA Practice in the New Economy. In addition, he has been featured in various prestigious publications, such as the CPA Journal and Accounting Today.

About Our Presenter

The premiere marketing and practice management company serving over 8,000 CPAs all over the world.

Salim Omar is a best selling author, thought leader and mentor for CPA firms. He is considered by many as THE “CPA Practice Coach” because he owns and runs a CPA practice so he understands what it takes to create and sustain a successful firm.